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Principal Fds, Inc. Midcap Fd Cl C: (MF: PMBCX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:08 PM ET

$30.60 USD

+0.10 (0.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD -7.55 98
3 months -3.77 95
6 months -8.67 98
1 Year -9.29 98
3 Year 8.87 93
5 Year 3.29 90
10 Year 9.96 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.81
Bull Market (2/09 - 3/21) 768.29

Load Adjusted Returns as of May 31, 2026

1 Year -11.16
5 Year 3.77
10 Year 9.84
Since Inception 8.69

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.30 NA NA NA
2025 -0.65 5.90 -0.08 -4.40
2024 10.65 -2.94 10.62 -0.05
2023 5.27 9.34 -5.53 14.51
2022 -11.85 -17.14 -3.39 7.70
2021 3.25 8.98 0.43 9.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return -7.550.5018.7424.51-24.0024.0717.0741.49-7.6324.089.13
% Total Return Rel to Index -13.86-17.71-6.28-1.73-5.79-4.60-1.3210.00-3.242.28-2.80
% Total Return Rel to Peer -13.24-12.21-0.651.51-4.302.01-2.8413.06-0.773.401.31
% Perf Quintile vs Peer* 5.005.003.003.004.003.003.001.004.002.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.491.400.950.993.330.391.322.760.890.47
Expense Ratio 0.001.711.721.781.721.671.691.701.691.711.73

* 1 = Top 20%, 5 = Bottom 20%